Lehman said it is raising its 2005 crude oil price forecast by $5 to $35/bbl, and is boosting estimates on APC, APA, BR, CNQ, DVN, ECA, EOG, KMG, NXY, NBL, OXY, PXD, TLM, UCL, XTO, and VPI. Top picks are BR, DVN, EOG, NBL, TLM, and XTO. Sector rated as Positive